Through a close working relationship, our mission is to provide clients with personalized service that helps achieve their financial and retirement objectives, with a focus on controlling associated risk. Our guidance and advice are based on placing the goals and needs of our clients first.
Goals-Based Financial
Planning
Whether you are already retired, or planning for college expenses and later retirement, First Look Capital Management can help you determine how to achieve those goals.
Estate Planning
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First Look Capital Management assists in preserving intergenerational equity. Planning for bequests and probate mitigation is also incorporated.
Portfolio Management
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We provide continuous portfolio management and trading execution services for your portfolio. This is often done in conjunction with financial planning and wealth management.
Wealth Management and Family Office
In addition to comprehensive financial and estate planning, we often provide tax planning assistance, bill-pay processing, minimum required distribution calculations, and more.
